Gifts of Stock, Securities & Life Insurance
Giving Has its (Tax) Benefits
The IRS provides significant tax breaks for donations of appreciated securities. Donating securities is also a great way to give without the encroachment of liquid assets.
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How does it work?
Your financial advisor is the best person to contact regarding your charitable gift options. Typically, donations of securities are delivered through an Electronic Transfer Authorization or physical delivery.
What tax benefits can I expect from donating securities?
A gift of appreciated securities held for more than one year may provide significant benefits to you as a contributor, including a charitable income tax deduction, an elimination of capital gains tax from selling the securities or providing a way to help you achieve long-term financial objectives.
Benefits vary depending on the type of security donated and your particular financial situation. Please contact your financial advisor to discuss the best option for you.